Viewing & Managing Customers in Shopify (Step-by-Step SOP)
This section explains how to view customer details, order history, and manage customer accounts in Shopify.
📌 Note: To learn how to add a new customer, refer to the Add New Customer SOP.
Step 1: Open the Customers Section
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Log in to Shopify Admin
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From the left sidebar, click Customers
You will see a list of all customers with the following details:
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Customer name
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Email / SMS subscription status
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Location
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Total number of orders
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Total amount spent
Step 2: Search or Select a Customer
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Use the Search customers bar to find a customer using:
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Name
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Email ID
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Phone number
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Click on the customer name to open the full profile
Step 3: View Customer Summary
After opening the customer profile, you will see a summary at the top showing:
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Amount spent – Total value of all purchases
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Orders – Total number of orders placed
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Customer since – Date when the customer first placed an order
📌 Note:
The RFM score (Recency, Frequency, Monetary) appears only if customer segmentation, loyalty, or Shopify Audiences apps are installed.
Step 4: View Last Order Details
In the Last order placed section, you can see:
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Order number (example: #1158)
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Payment status (Paid / Pending / Unpaid)
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Fulfillment status (Fulfilled / Unfulfilled)
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Order date and time
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Sales channel (Online Store, Shop App, POS, etc.)
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Products purchased with quantity
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Total order value
Click View all orders to see the complete order history of that customer.
Step 5: Check Customer Contact Information
On the right-hand side of the customer profile, you will find:
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Email address
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Phone number
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Default billing and shipping address
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Marketing preferences:
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Email subscription status
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SMS subscription status
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Step 6: Use Customer Actions
Click the More actions button (top-right corner of the customer profile) to manage the account.
Available actions include:
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Disable customer account
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Reset account password
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Issue store credit
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Merge duplicate customers
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Request customer data
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Erase personal data
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Delete customer
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Run Shopify Flow automation
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View Flow automation history
These actions help you control customer access, resolve issues, and manage data compliance.
✅ Best Practices
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Do not delete customers unless absolutely required
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Use Merge customers to avoid duplicate profiles
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Check marketing consent before sending promotional messages
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Use order history to provide better customer support